See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,674 | $45,073-40.8% | $69,455-61.6% | $72,985-63.5% |
| Participation rate | 86.0% | 68.5%+17.5pp | 74.6%+11.4pp | 69.5%+16.5pp |
| Annual return | 20.95% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,755 | $2,054+34.1% | $2,779-0.9% | $2,440+12.9% |
| Participant deferral / active EE | $2,120 | $2,602-18.5% | $3,535-40.0% | $3,607-41.2% |
| Admin fee / account holder | $927 | $3,056-69.7% | $3,839-75.9% | $5,124-81.9% |